Michael Kern is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Group, NEXT Financial Group, and Porter and Guide Wealth. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Seiferth is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 23 years of industry experience. His career includes previous roles at Voya Financial Advisors, Voya Retirement Insurance and Annuity Company, Ironview Capital Management, TIAA-CREF, and an earlier tenure at Equitable Advisors. Outside of advising, he serves as power of attorney for his mother. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a blend of firm programs, third-party asset managers, and LPL-sponsored advisory solutions.

Grace Kim is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Avantax Insurance Agency LLC and Avantax Advisory Services among other firms. Kim is also a partner in several insurance agencies, including Kim & Kim LLC and Global Premiere Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Eileen D'agostino is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley since 2009, including time at Morgan Stanley Smith Barney prior to the firm's rebranding. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its financial planning process.

Sean Riley is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designations of Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Riley earned a Bachelor's Degree from Saint Joseph's University.

Christopher Sarr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked with Primerica Financial Services since 2002. Outside of his advisory role, he works as a public adjuster through Metro Public Adjustment, Inc. and serves as a youth soccer referee with the Eastern Pennsylvania Youth Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Kamees is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Advisors and Prudential Financial. He serves as a board member of the Telford Square Homeowners Association, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Hilary Blust is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. She has been with Raymond James since 2010. Outside of her advisory role, she serves as trustee for special needs trusts created for family members, overseeing investment management and distribution decisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a broad adviser network and a variety of portfolio management styles.

April Heiser Liedike is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 22 years of industry experience. She previously worked at Securities America, Park Avenue Securities, and Guardian Life Insurance, among other firms. Liedike is also a partner at Proactive Tax Strategies, LLP, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies and technology tools to support its extensive network of advisors.

Jay Mitzner is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Grove Point Advisors, LLC and H. Beck, Inc. He is also engaged in a non-variable insurance agency role. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives, providing a range of investment and retirement solutions supported by various advisory platforms and technology tools.

Nicholas Salatino is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2021. Prior to joining Fisher, he worked at Columbia Management Investment Distributors Inc for eight years. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional investors, foundations, and high-net-worth individuals. The firm employs a centralized investment approach combining quantitative and qualitative research to manage diversified portfolios across various asset classes, with services that also include sub-advisory and retirement plan management.

Michael Menninger is a CFP® professional affiliated with LPL Financial, bringing 25 years of industry experience. His career includes roles at Cetera Advisor Networks, VOYA Financial Advisors, Wells Fargo Clearing, TD Wealth Management Services, and Equitable Advisors. In addition to his financial advisory work, he teaches within the Perkiomen Valley School District and produces an online podcast. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies supported by research tools and a broad platform that includes insurance and credit products.

Ryan Wizov is a financial advisor with Ameriprise in Penn Valley, PA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership of a children's consignment retail store and a clothing merchandise company, and serves as treasurer on the board of directors for the nonprofit Love from Lenny. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Susan Crist is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Mitchell is a financial advisor with Edward Jones in Perkasie, PA, holding a Series 66 designation. He has one year of experience at Edward Jones and four years of prior experience at Citizens Bank. His work history also includes roles at The Giant Company, Chick-fil-A, Tswirl Crepes, and Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Adam Bykowski is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with MML Investors Services, LLC since 2018 and also works with MassMutual Life Insurance Company. Outside his advisory role, he provides education on student loan management through LoanOwl and acts as an insurance agent for life, disability, long-term care, and fixed annuities at Cane Financial Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Michael Heck III is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at the Arthritis and Osteoporosis Center and Zator Law, among other roles. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes tailored investment solutions delivered through a network of Investment Adviser Representatives and relies on third-party program sponsors and managers.

Debra Herrlinger is a CFP®-credentialed financial advisor with 32 years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Co. of America, Pruco Securities, and Lincoln Investment Planning, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. Its investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on access to third-party asset managers and affiliated non-securities products and services.

Alec Szafran is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside the financial industry, including at Harrolds Pharmacy and educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Anthony Leneghan is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Brandon Friday and Seashore Fruit & Produce, and he has been involved with Amherst College Athletics and Amherst College. Outside of finance, he works as a bartender at Leneghan's Crusader Inn. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of firm-offered and third-party advisory programs and offers fiduciary services to qualified plans.